Client Assistant, Personal Lines Lloyds Department

NFP Corp; Newmarket; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Client Assistant/Account Administrator to join their Personal Lines Lloyds department. In this dynamic role, you will support the underwriting and sales teams, ensuring efficient processing of client files and documentation. The ideal candidate will thrive in a hybrid work environment, demonstrating strong organizational skills and attention to detail. This innovative firm fosters a collaborative culture, offering numerous benefits, including an annual bonus plan and support for continuing education. If you are looking to advance your career in a supportive and engaging workplace, this opportunity is perfect for you.

Benefits

Annual bonus plan

Matching RRSP plan

Referral Commission Plan

Health Care Spending Account

Reimbursement of license fees

Support for continuing education

Qualifications

• Experience in a hybrid work environment with strong collaboration skills.
• Proficiency in Microsoft Office, especially Excel, is essential.

Responsibilities

• Update client files and process new business and renewal documents.
• Assist account managers with applications and payment inquiries.

Skills

Detail-oriented

Critical thinking

Organizational skills

Collaborative work

Customer service

Education

RIBO license (or working towards)

Tools

EPIC software

Microsoft Office (Excel)

Job description

Business Line: Personal Lines

Hours Per Week: 35 (Full-Time)

Location: Ontario – Any, Hybrid 3 days (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

We’re looking for a multi-faceted Client Assistant/Account Administrator to serve as an integral member of our Personal Lines Lloyds department, assisting both in the property and equine divisions. In this role, you will provide support to our underwriting team as well as the sales and service teams through assigned daily tasks.

What You’ll Do

• Update EPIC client files with all applicable policy and client data (i.e. customer information, policy information, coverages and billing)
• Process and issue new business, renewal, endorsement and cancellation documents
• Complete portal transactions and changes for new, cancelled and existing client policies
• Process and prepare Account Summaries, Renewal letters and New Business letters
• Assist producers and account managers with applications
• Manage NSF list and follow up with account managers for missing payments
• Assist producers and account managers with payment inquiries
• Scan and attach relevant documents to client file for proper documentation
• Other duties as assigned

What You Bring

• Strong ability to work collaboratively in a hybrid environment
• Detail-oriented and high-level critical thinking ability
• Professional, friendly and courteous in all interactions
• Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment
• Experience with EPIC or other industry software is an asset
• Proficiency in the Microsoft Office suite of products, specifically Excel
• RIBO license or working towards RIBO is an asset
• Knowledge or experience of any kind in the equine field is an asset

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Accommodations are available on request for candidates taking part in all aspects of the selection process.